MARYLHURST UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARYLHURST UNIVERSITY (EIN 93-0634049)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201301349349306135
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T13:00:04-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930634049 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYLHURST UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARY | NameControl |
| Phone | 5036368141 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 261 | AddressLine1 |
| Address Line2 | Attn Stephen Huckins | AddressLine2 |
| City | Marylhurst | City |
| State | OR | State |
| ZIP Code | 970360261 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael Lammers | Name |
| Title | CFO - Executive Vice President | Title |
| Phone | 5036368141 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Judi Johansen | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17600 Pacific Highway - Hwy 43 | AddressLine1 |
| Address Line2 | PO Box 261 | AddressLine2 |
| City | Marylhurst | City |
| State | OR | State |
| ZIP Code | 970360261 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 33914761 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0982 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.marylhurst.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1893 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | Marylhurst University is a Catholic liberal arts university nationally recognized for its dedication to excellence in the education of self-directed adult learners seeking relevant, rigorous and innovative undergraduate and graduate programs. Students of all ages and walks of life come to Marylhurst to transform their lives in some way; here, they get very personalized attention to help them do just that. Through both on-campus and online programs, Marylhurst creates collaborative learning environments that value and challenge each individual, with a focus on clearly defined outcomes. Marylhurst excels in integrating professional programs and the liberal arts through curriculum that emphasizes interdisciplinary learning and prepares students to lead lives of ethical leadership, service and social responsibility. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 741 | TotalNbrEmployees |
| Total Nbr Volunteers | 39 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2212687 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1713849 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 24322590 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22759055 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 417929 | InvestmentIncomePriorYear |
| Investment Income Current Year | 190938 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 483127 | OtherRevenuePriorYear |
| Other Revenue Current Year | 609477 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27436333 | TotalRevenuePriorYear |
| Total Revenue Current Year | 25273319 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1633169 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1608768 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13855613 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14106674 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 29312 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1025043 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11945429 | OtherExpensePriorYear |
| Other Expenses Current Year | 10845608 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27434211 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26590362 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2122 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1317043 | RevenuesLessExpensesCY |
| Total Assets BOY | 50815302 | TotalAssetsBOY |
| Total Assets EOY | 48940952 | TotalAssetsEOY |
| Total Liabilities BOY | 8738098 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8154068 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 42077204 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40786884 | NetAssetsOrFundBalancesEOY |
| Mission Description | Marylhurst University is a Catholic liberal arts university nationally recognized for its dedication to excellence in the education of self-directed adult learners seeking relevant, rigorous and innovative undergraduate and graduate programs. Students of all ages and walks of life come to Marylhurst to transform their lives in some way; here, they get very personalized attention to help them do just that. Through both on-campus and online programs, Marylhurst creates collaborative learning environments that value and challenge each individual, with a focus on clearly defined outcomes. Marylhurst excels in integrating professional programs and the liberal arts through curriculum that emphasizes interdisciplinary learning and prepares students to lead lives of ethical leadership, service and social responsibility. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18700223 | Expense |
| Grants | 1608768 | Grants |
| Revenue | 22759055 | Revenue |
| Description | Higher Education: 1,195 Students in Undergraduate Programs. 1,290 Students in Graduate Programs. 204 Bachelor Degrees Granted. 453 Masters Degrees Granted. | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 18700223 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2920 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 741 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Debra Meyers Controller | NamePerson |
| Telephone Number | 5036368141 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 261 | AddressLine1 |
| City | Marylhurst | City |
| State | OR | State |
| ZIP Code | 970360261 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Ruth Beyer | ||||||
| Trustee Chair | 1 | X | 0 | 0 | 0 | |
| Richard Alexander | ||||||
| Trustee Vice Chair | 1 | X | 0 | 0 | 0 | |
| Xandra T McKeown | ||||||
| Trustee Secretary Treasurer | 1 | X | 0 | 0 | 0 | |
| Eileen Brown SNJM | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Roswitha Frawley SNJM | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Joan Hansen SNJM | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Lynda Thompson SNJM | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Wanda Marie Jordan SNJM | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Janina Kokorowski SNJM | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Ceclia A Ranger SNJM | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Barbara Gfeller SNJM | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Jane Hibbard SNJM | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Mary Burke SNJM | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Diana Pierce Knox | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Larry Choruby | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Lawrence J Remmers | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Sam W Shoen MD | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| William C Barr | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Andy Macritchie | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Rebecca DeCesaro | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Sylvia Giustina | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Greg Hogensen | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Edward J Vranizan | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Stephen P Zimmer | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Martin Ringle | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Judie Hammerstad | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Gil Rodriguez | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Patricia Smith | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Scott Bolton | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Tim Clevenger | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Chip Terhune | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Steve Brown | ||||||
| Trustee | 1 | X | 0 | 0 | 0 | |
| Judith Johansen | ||||||
| President | 40 | 234832 | 0 | 23947 | X | |
| David C Plotkin | ||||||
| Provost | 40 | 111718 | 0 | 26373 | X | |
| Michael P Lammers | ||||||
| Executive Vice President - CFO | 40 | 98676 | 0 | 16769 | X | |
| Lynn Mawe | ||||||
| VP for Institutional Advancement | 40 | 107762 | 0 | 36140 | X | |
| Celina Ratliff | ||||||
| VP for Human Resources and Organizational Excellence | 40 | 101000 | 0 | 20902 | X | |
| Ethan Benatan | ||||||
| VP for Information Services - CIO | 40 | 99912 | 0 | 23351 | X | |
| Fr Rick Ganz | ||||||
| VP for Community Relations | 40 | 50872 | 0 | 2482 | X | |
| Sr Joan Saalfeld | ||||||
| VP For Mission Integration | 40 | 9633 | 0 | 0 | X | |
| Elizabeth Woodward | ||||||
| VP for Enrollment Management | 40 | 81711 | 0 | 19281 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 896116 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 169245 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | Address Line2AddressOfContractor/AddressUS/AddressLine2 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|---|
| Compass Knowledge | ||||||
| Suite 400 | 2145 Metrocenter Blvd | Orlando | FL | 328356217 | Marketing and Advising | 4761469 |
| ING National Trust | ||||||
| PO Box 3015 | New York | NY | 101163015 | Retirement Investment Services | 972472 | |
| Health Net Health Plan Oregon | ||||||
| PO Box 3017 | Portland | OR | 972083017 | Health Insurance | 942223 | |
| Kaiser Foundation Health Plan | ||||||
| PO Box 34178 | Seattle | WA | 981241178 | Health Insurance | 388997 | |
| Bon Appetit | ||||||
| File 50196 Ground Level | 1000 W Temple Street | Los Angeles | CA | 900740196 | Food Services | 376355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 137870 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 91763 | GovernmentGrants |
| All Other Contributions | 1484216 | AllOtherContributions |
| Noncash Contributions | 184005 | NoncashContributions |
| Total Contributions | 1713849 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Tuition | Description |
| Business Code | 611310 | BusinessCode |
| Total Revenue Column | 22759055 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22759055 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22759055 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 366131 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $366,131 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 373172 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 110736 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 262436 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 262436 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $262,436 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7878507 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8053700 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -175193 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -175193 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$175,193 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 39090 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 137870 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 117356 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -78266 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$78,266 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 513535 | GrossSalesOfInventory |
| Cost Of Goods Sold | 359650 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 153885 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $153,885 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Billing Fees | 611310 | 47247 | 0 | 0 | $47,247 |
| Library Fines | 611310 | 11152 | 0 | 0 | $11,152 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 213023 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $213,023 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 271422 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25273319 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22759055 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $800,415 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1608768 | Total |
| Program Services | 1608768 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1008392 | Total |
| Program Services | 139550 | ProgramServices |
| Management And General | 607241 | ManagementAndGeneral |
| Fundraising | 261601 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9508732 | Total |
| Program Services | 7661437 | ProgramServices |
| Management And General | 1517341 | ManagementAndGeneral |
| Fundraising | 329954 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429446 | Total |
| Program Services | 296119 | ProgramServices |
| Management And General | 114187 | ManagementAndGeneral |
| Fundraising | 19140 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2561016 | Total |
| Program Services | 1877567 | ProgramServices |
| Management And General | 586302 | ManagementAndGeneral |
| Fundraising | 97147 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 599088 | Total |
| Program Services | 413093 | ProgramServices |
| Management And General | 159294 | ManagementAndGeneral |
| Fundraising | 26701 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28767 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 28767 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 81000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29312 | Total |
| Fundraising | 29312 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43053 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 43053 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5615119 | Total |
| Program Services | 5030737 | ProgramServices |
| Management And General | 443021 | ManagementAndGeneral |
| Fundraising | 141361 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 557275 | Total |
| Program Services | 535088 | ProgramServices |
| Management And General | 21247 | ManagementAndGeneral |
| Fundraising | 940 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1125723 | Total |
| Program Services | 349705 | ProgramServices |
| Management And General | 698876 | ManagementAndGeneral |
| Fundraising | 77142 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 528771 | Total |
| Program Services | 188339 | ProgramServices |
| Management And General | 340432 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1295 | Total |
| Program Services | 1295 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 660546 | Total |
| Program Services | 22639 | ProgramServices |
| Management And General | 633017 | ManagementAndGeneral |
| Fundraising | 4890 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129765 | Total |
| Program Services | 90340 | ProgramServices |
| Management And General | 31018 | ManagementAndGeneral |
| Fundraising | 8407 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60402 | Total |
| Program Services | 42623 | ProgramServices |
| Management And General | 15679 | ManagementAndGeneral |
| Fundraising | 2100 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68052 | Total |
| Program Services | 20516 | ProgramServices |
| Management And General | 47536 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1330197 | Total |
| Program Services | 129852 | ProgramServices |
| Management And General | 1200345 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100577 | Total |
| Program Services | 551 | ProgramServices |
| Management And General | 100026 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food and Set-Up | 156505 | 91958 | 57910 | 6637 |
| Small Equipment | 20806 | 14812 | 5025 | 969 |
| Memberships | 129453 | 38741 | 79765 | 10947 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208302 | Total |
| Program Services | 146493 | ProgramServices |
| Management And General | 54014 | ManagementAndGeneral |
| Fundraising | 7795 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26590362 | Total |
| Program Services | 18700223 | ProgramServices |
| Management And General | 6865096 | ManagementAndGeneral |
| Fundraising | 1025043 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2297678 | BOY |
| EOY | 945312 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1064452 | BOY |
| EOY | 1514012 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1256636 | BOY |
| EOY | 784982 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1982427 | BOY |
| EOY | 2096551 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 463795 | BOY |
| EOY | 487452 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236281 | BOY |
| EOY | 222945 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 553099 | BOY |
| EOY | 535133 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 36697806 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17477329 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19566947 | BOY |
| EOY | 19220477 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18097477 | BOY |
| EOY | 18752740 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1287853 | BOY |
| EOY | 1291970 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4008657 | BOY |
| EOY | 3089378 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50815302 | BOY |
| EOY | 48940952 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3166601 | BOY |
| EOY | 2529786 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3573315 | BOY |
| EOY | 3643158 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92956 | BOY |
| EOY | 124359 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 734121 | BOY |
| EOY | 694423 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1171105 | BOY |
| EOY | 1162342 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8738098 | BOY |
| EOY | 8154068 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24354930 | BOY |
| EOY | 23354234 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4244879 | BOY |
| EOY | 3790139 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13477395 | BOY |
| EOY | 13642511 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42077204 | BOY |
| EOY | 40786884 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50815302 | BOY |
| EOY | 48940952 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1317043 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 26723 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 110923 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17980193 | BeginningOfYearBalance |
| Contributions | 166252 | Contributions |
| Investment Earnings Or Losses | 3444 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 622202 | GrantsOrScholarships |
| Other Expenditures | -109614 | OtherExpenditures |
| Administrative Expenses | 88941 | AdministrativeExpenses |
| End Of Year Balance | 17548360 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14968745 | BeginningOfYearBalance |
| Contributions | 630338 | Contributions |
| Investment Earnings Or Losses | 2903085 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 573702 | GrantsOrScholarships |
| Other Expenditures | -128494 | OtherExpenditures |
| Administrative Expenses | 76767 | AdministrativeExpenses |
| End Of Year Balance | 17980193 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13899520 | BeginningOfYearBalance |
| Contributions | 756187 | Contributions |
| Investment Earnings Or Losses | 1343087 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 661779 | GrantsOrScholarships |
| Other Expenditures | 294021 | OtherExpenditures |
| Administrative Expenses | 74248 | AdministrativeExpenses |
| End Of Year Balance | 14968746 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16990125 | BeginningOfYearBalance |
| Contributions | 151531 | Contributions |
| Investment Earnings Or Losses | -2360050 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 741322 | GrantsOrScholarships |
| Other Expenditures | 60735 | OtherExpenditures |
| Administrative Expenses | 80029 | AdministrativeExpenses |
| End Of Year Balance | 13899520 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.1 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.9 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 228026 | OtherCostOrOtherBasis |
| Book Value | 228026 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1696579 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 20120613 | OtherCostOrOtherBasis |
| Depreciation | 11992156 | Depreciation |
| Book Value | 9825036 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 715417 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 310014 | Depreciation |
| Book Value | 405403 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 6573540 | OtherCostOrOtherBasis |
| Depreciation | 3732799 | Depreciation |
| Book Value | 2840741 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 7363631 | OtherCostOrOtherBasis |
| Depreciation | 1442360 | Depreciation |
| Book Value | 5921271 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19220477 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Government Receivable - Largely Direct Loan Program Receivable | Description |
| Book Value | 3089378 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3089378 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FIN 47 Asset Retirement Obligation | $615,066 |
| Perkins Loan Fund Liability | $424,836 |
| Unearned Rent | $78,792 |
| Unitrust, Annuity and AgencyFunds | $43,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1162342 | TotalOfAmounts |
| Total Revenue | 25273319 | TotalRevenue |
| Total Expenses | 26590362 | TotalExpenses |
| Excess Or Deficit For Year | -1317043 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -174610 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $201,333 | OtherAmount |
| Total Adjustments | 26723 | TotalAdjustments |
| Excess Or Deficit Per FS | -1290320 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 24034630 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -174610 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -1021026 | OtherRevenues |
| Revenue Not Rptd F990 | -1195636 | RevenueNotRptdF990 |
| Revenue Subtotal | 25230266 | RevenueSubtotal |
| Investment Expenses Not Included | 43053 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 43053 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 25273319 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25324950 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 589689 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 589689 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24735261 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1855101 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1855101 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 26590362 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | The University has a small collection of art, historical treasures, and other similar assets. The collection includes paintings, pictures, statues and a doll collection. Some of the pieces have been purchased by the University. Parts of the collection are on display. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Scholarships make up 90% of the endowed funds. The remaining 10% of the endowment is restricted to Music, English Literature and Writing, and General Support of the University. The Board Designated Quasi-Endowment is used for special projects as authorized by the Board. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | Financial Statements Footnote 2G - The Internal Revenue Service has recognized the University as exempt from tax under the provisions of Section 501(c)(3) of the Internal Revenue Code except to the extent of unrelated business income under Sections 511 through 515. The University accounts for uncertainty in income taxes in accordance with FASB ASC No. 740-10, Accounting for Uncertainty in Income Taxes, - an interpretation of FASB Statement No. 109, however, management has not recorded a provision as unrelated business income, if any, is immaterial to the financial statements. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Actuarial Change in Split Interest Agreements, -1,947; Capital items included in Information Technology, 990 Part IX Line 14, 203,280. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Scholarships and Discounts, -1,608,768; Rental Expense, 110,736; Cost of Goods Sold, 359,650; Fundraising Expense, 117,356 |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Actuarial Change in Split Interest Agreements, 1,947; Cost of Goods Sold, 359,650; Rental Expense, 110,736; Fundraising Expense, 117,356 |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Capital Items included in Information Technology, Part IX line 14, 203,280; Investment expense not in Part Viii line 3, 43,053; Tuition discounts, 1,608,768. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | The University publishes its racially nondiscriminatory policy in the Oregonian newspaper annually. The Oregon Independent College Association (OICA) also publishes a statement annually for all its member colleges. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | The University receives student financial aid from federal and state agencies. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Portland Opera Association | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SE Caruthers St | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | The Portland Opera Association was contracted to phone and ask for contributions for the Phonathon and other fundraising events of the University. | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 41413 | GrossReceipts |
| Amount Retained By Contractor | 29312 | AmountRetainedByContractor |
| Net To Organization | 12101 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 41413 | TotalGrossReceipts |
| Total Retained By Contractors | 29312 | TotalRetainedByContractors |
| Total Net To Organization | 12101 | TotalNetToOrganization |
| Licensed States | OR | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf | NameOfEvent1 |
| Gross Receipts Event1 | 72542 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 54870 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 17672 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 2550 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 2641 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 25230 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 4418 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Annual Dinner | NameOfEvent2 |
| Gross Receipts Event2 | 91000 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 81400 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 9600 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 7190 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 11039 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 9 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 13418 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1600 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 11818 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 2991 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 15693 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 45604 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 176960 | GrossReceiptsTotal |
| Charitable Contributions Total | 137870 | CharitableContributionsTotal |
| Gross Revenue Total Events | 39090 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 2550 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 9831 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 28221 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 15693 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 61061 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 117356 | DirectExpenseSummaryEvents |
| Net Income Summary | -78266 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Tuition Discounts | 320 | 0 | 755923 | Total amount of tuition discounts credited to student account balances | Marylhurst University offers tuition discounts to members of the Armed Services, as well as, other students. |
| SEOG Matching Funds | 109 | 27025 | 0 | Dollars paid out | The University matches federal funds dedicated for the Supplemental Educational Opportunity Grant program at the ratio of one dollar for every three dollars of federal SEOG student aid received. |
| University Scholarships | 273 | 825820 | 0 | Dollars paid out | University Scholarships are provided from endowed, temporarily restricted and unrestricted funds. Gernerally, they originate from a donor contribution made in order to establish or fund a university scholarship. |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | These grants are in the form of scholarships and discounts awarded to our students. Marylhurst University has a well developed system of Internal Controls for Admissions, Financial Aid, Registration, Student Accounts and Accounting. The system is monitored by experienced staff who ensure the use of grant aid is in compliance with all governing laws, regulations and policies. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Judith Johansen | NamePerson |
| Base Compensation Filing Org | 234832 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 23947 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 258779 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 247046 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | The University pays membership fees to the Arlington Club and to the Town Club for the President and to the University Club for the VP for Institutional Advancement and the VP for Community Relations. The clubs are social clubs. Memberships are for business related to the University. |
| SchJ_P01_S00_L01b | Schedule J, Part I, Line 1b | Marylhurst University has a well developed set of Accounts Payable policies, but does not specifically embrace payment of social club dues for its officers. The dues are deemed to be business related. The payment for the social club dues is processed through the Accounts Payable system. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Nancy Wilgenbusch | |||
| President Emeritus | 0 | Serves on the Board of West Coast Bank, the University's primary bank. | 0 |
| Xandra McKeown | |||
| University Trustee | 0 | Executive VP for West Coast Bank, the University's primary bank | 0 |
| Kirk Johansen | |||
| University President's Husband | 0 | Firm provides legal services to the University | 0 |
| Steve Spence | |||
| Former Board Chair and former Trustee of the University | 0 | Mr. Spence is a non-voting member of the University's Investment Committee and at times may have business interests with the University's investments and investment managers. Mr. Spence also serves on the Board of West Coast Bank, the University's primary bank. | 0 |
| Judi Johansen | |||
| President of Marylhurst University | 0 | The President is on the Board of Kaiser Permanente, one of the University's health care insurance providers. | 0 |
| Chip Terhune | |||
| Trustee for the University | 0 | Mr Terhune is a Director at SSI. Our President sits on the Board of SSI. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 90654 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Ending MV Day of Receipt | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Net App Hardware and Software | 1 | 72352 | Donor |
| X | Belluschi Pavillion Cork Flooring | 1 | 9999 | Donor |
| X | Materials for Belluschi Pavillion | 6 | 11000 | Donor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | For gifts of stock: Prospective donors notify the University's Institutional Advancement Department of their intent to donate stock. Institutional Advancement provides the donor with a Charles Schwab account number, records the gift into the donor giving record at the closing price on the gift date, and notifies the Controller. The Controller authorizes the immediate sale of stock upon receipt in accordance with policy. Charles Schwab sells the stock with a market order upon request. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Our President sits on the Board of Schnitzer Steel Industries. Chip Terhune, a Marylhurst Trustee works for Schnitzer Steel Industries. The two share a business relationship. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The Board of Trustees has delegated the review of the Form 990 to the Audit Committee. Prior to filing, Form 990 is reviewed internally by the Audit Committee, the President, the Chief Financial Officer, the Director of Reporting and the Controller. Subsequent to its review, the Audit Committee reports back to the Board regarding its oversight of Form 990. The Form 990 is electronically sent to each Board member prior to filing. Paper copies of Form 990 are available to Board members upon request. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The officers, trustees and key employees annually update and sign the University's Conflict of Interest Disclosure Form. The Board of Trustees is made aware of any conflict of interest. Those with a conflict of interest are to refrain from participating in the consideration of proposed transactions, unless the Board or Administration requests information or interpretation. Trustees or officers with conflicts shall not vote. At the request of the Board Chair, the covered person with a conflict may be asked to leave the meeting during discussion and/or vote. The VP for HR&OE and the President's Office monitor for compliance. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | 15b - Annual performance review for the officers of the University are based on evaluation criteria. Salary ranges are based on benchmark criteria provided by the VP for Human Resources and Organizational Excellence. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | While federal tax laws do not mandate that the University's governing documents, conflict of interest policy and financial statements be made available for public inspection, the University makes these documents available upon request. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Unrealized losses on investments -174,610; Actuarial Changes in Split-Interest Agreements -1,947; Capital items included in Information Technology, Part IX Line 14, 203,280 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trust | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 261 | AddressLine1 |
| City | Marylhurst | City |
| State | OR | State |
| ZIP Code | 970360261 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | Charitable Remainder Trust | PrimaryActivity |
| Legal Domicile State | OR | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | An application for extension of time to file an exempt organization return was approved by the IRS on March 25, 2013. The filing date is extended to May 15, 2013. | Explanation |